Recovering Brazilian production will help rebalance the global orange juice market in 2025/26, but uncertain demand and climate risks mean volatility will persist. In this report, we evaluate the ...

In a joint statement, the European Union and the United Kingdom announced an agreement that spans, amongst other things, fishery, food, and energy. The UK-EU deal is being hailed as the biggest reset ...

The surge in US recession fears that followed Trump’s tariff announcements sparked a rapid exit from ‘exceptionalism’ trades, which overpowered the USD’s haven properties ...

Australia’s 2025/26 cropping area is projected to rise, driven by positive soil moisture levels in some regions and a range-bound gross margin outlook for most crops. Tariff threats and soil moisture ...

California’s battery storage market is evolving fast. With over 12.5GW online and 25GW in the pipeline, CAISO is a global benchmark – but rising saturation, tighter margins, and shifting policy ...

CAISO’s battery market is shifting. We have analyzed how performance, policy, and discipline are shaping the future of energy storage in California.

Mercantilism is back: the new version focuses not on accumulating silver or gold but national productive power. This report addresses its origins and logic, how free trade’s contradictions led back to ...

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“May you live in interesting times” is a phrase sometimes erroneously attributed as an ancient Chinese curse. The general idea being that “interesting” times are more likely to be tumultuous and hard, ...

Expectations were riding high that it was going to be major trading partners such as India, Japan or South Korea – or even the EU – that would clinch a trade deal with the US first, but the happy ...

Australian farmland values retreated in 2024, with grazing farmland seeing the largest drop. We expect a return to modest growth in land prices in 2025. Median land prices across Australia declined 6% ...

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